Customer Experience Representative jobs in United States
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SILAC Insurance Company · 3 days ago

Customer Experience Representative

SILAC Insurance Company is one of the fastest-growing insurance companies in the nation, offering industry-leading annuity products. The Level 1 Customer Experience Representative is responsible for managing incoming service needs, providing accurate policy information, and supporting customers and agents through effective communication and problem-solving.

Financial ServicesInsuranceLife Insurance

Responsibilities

Respond to incoming calls and messages from policyholders, agents, and internal teams
Provide accurate, policy-level information in a professional and timely manner
Provide information and resources via email to agents and policyowners
Review and complete basic service requests such as address changes, annual reallocation of funds, and beneficiary updates
Ensure all requests meet internal and regulatory guidelines prior to processing
Accurately record customer interactions and transaction details in appropriate systems
Navigate multiple internal platforms to locate policy data and job aids
Partner with teammates and cross-functional departments to resolve issues
Communicate updates, escalations, and service impacts to appropriate channels
Participate in regular training and coaching sessions
Stay informed of product changes, procedural updates, and customer experience initiatives

Qualification

Customer service experienceVerbal communicationWritten communicationSystem navigationAnnuity product knowledgeCollaborationProblem-solvingAdaptability

Required

High school diploma or equivalent
1+ year of experience in a customer service, administrative, or call center environment
Strong verbal and written communication skills
Comfortable using multiple systems and following defined procedures
Willingness to learn annuity products and financial service regulations

Preferred

Experience in the annuity or life insurance industry
Experience in a Customer Service
Experience in a call or service center environment
Familiarity with financial service terminology and processes

Benefits

Medical Plans, including FSA and HSA
Dental and Vision
401(k) (Roth and Traditional)
Pet Insurance
Parental Leave
Paid Time and Sick Time off
10 Paid Holidays and 1 Birthday Pay
Paid Volunteer Time
College Tuition Reimbursement

Company

SILAC Insurance Company

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SILAC Insurance Company is an insurance company that offers financial services.

Funding

Current Stage
Growth Stage
Total Funding
$75M
Key Investors
Hildene
2025-12-08Acquired
2023-01-06Private Equity· $75M

Leadership Team

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G. Daniel Acker
President and Chief Marketing Officer
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Company data provided by crunchbase